新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市 公司传播ESG理念，提升ESG可持续发展表现。点击查看【 ESG评级中心服务手册】 埃里克·索尔海姆是享誉全球的环境与发展领域领导者之一，几十年来一直活跃在全球绿色发展的第一 线。2016年至2018年，他曾担任联合国副秘书长兼环境规划署执行主任，目前担任欧盟亚洲中心主席。 索尔海姆曾促成多项影响深远的国家立法和政策，包括推动《全球塑料行动纲领》的制定和实施，以减 少塑料污染和海洋塑料垃圾的排放。他还领导了"终结塑料污染公约"的谈判，促成联合国2024年通过全 球塑料污染治理国际条约。 从1984年第一次访问中国至今，索尔海姆目睹了多年来中国生态文明建设取得的巨大成就，并积极推动 塞罕坝、"千万工程"等中国故事走向世界。 2025年恰逢"绿水青山就是金山银山"理念提出20周年。8月15日，2025年全国生态日主场活动在北京举 行。活动期间，索尔海姆接受了《每日经济新闻》记者（以下简称NBD）的专访。 从"绿水青山就是金山银山"理念的实践路径、全球绿色转型的必然趋势，到中国在气候治理中的角色， 再到如何破解绿色发展中的国际合 ...

Core Viewpoint - The transformation of the Changzhou Binjiang Economic Development Zone from a chemical industry hub to an eco-friendly and innovative industrial area demonstrates the successful integration of ecological restoration and economic development [8]. Group 1: Environmental Transformation - The Changzhou section of the Yangtze River has seen a significant ecological transformation, with 45 out of 84 chemical enterprises dismantled, resulting in over 3,600 acres of land being restored, achieving an ecological shoreline ratio of 80.6% [1][2]. - The area has established a "Changzhou Path" for ecological restoration, which includes a full process of "enterprise retreat - soil remediation - ecological restoration," leading to a harmonious coexistence of ecology and production [3][4]. Group 2: Economic Growth and Industrial Transition - The chemical industry output in the Binjiang Economic Development Zone has increased by 45% over five years, with per-acre tax revenue rising from 111,000 yuan to 480,000 yuan, showcasing the vitality of green transformation [3][4]. - Companies like Changmao Biochemical Engineering Co., Ltd. have shifted focus from traditional chemical production to green food and feed additives, achieving a record annual sales revenue of 657 million yuan [3][5]. Group 3: New Industry Development - The establishment of new projects, such as the carbon fiber production base with a total investment of 5 billion yuan, highlights the area's shift towards high-tech industries [5]. - The pharmaceutical sector is also thriving, with companies like Qihui Pharmaceutical investing nearly 200 million yuan to pivot towards pet medicine, resulting in a 40% year-on-year sales increase in the first half of the year [6]. Group 4: Community and Cultural Impact - The ecological improvements have enhanced the quality of life for local residents, with increased tourism and recreational activities along the river, contributing to a sense of community well-being [7]. - The development of the Changzhou Yangtze National Cultural Park has transformed former industrial sites into cultural and recreational hubs, attracting visitors and boosting local economy [7][8].

Group 1 - The core business of Cornerstone Technology (08391) showed significant growth, with sales of electric vehicle charging systems and recurring revenue from Cornerstone HOME (private charging) and Cornerstone GO (public charging) increasing by 62% and 110% year-on-year respectively [1] - The company's gross profit increased by 38% to HKD 10.1 million, with a gross margin improvement of 7.1 percentage points to 21% [1] - Adjusted loss before interest, depreciation, and amortization (LBITDA) improved significantly from HKD 28.9 million to HKD 24.3 million, highlighting the benefits of strict cost management and operational optimization [1] Group 2 - In Thailand, the joint venture Spark EV has made notable progress with 62 charging stations in operation, 30 awaiting meter approval, and 28 under construction [2] - The company has received approval for continuing connected transactions (CCT) with Spark EV, expecting substantial revenue in the second half of 2025 [2] - In New Zealand, a strategic cooperation agreement was signed with local partner RCR Green EV [2] Group 3 - The electric vehicle market in Hong Kong is experiencing strong growth, with over 60% of newly registered vehicles being electric and the total number of private electric vehicles exceeding 120,000 [2] - The number of public electric vehicle charging points increased by nearly 30% year-on-year, indicating a significant supply-demand gap in the market [2] - Cornerstone Technology plays a crucial role in addressing this critical infrastructure gap [2]

Group 1 - The core business of Cornerstone Technology (08391) showed significant growth, with sales of electric vehicle charging systems and recurring revenue from Cornerstone HOME (private charging) and Cornerstone GO (public charging) increasing by 62% and 110% year-on-year, respectively [1] - The company's gross profit rose by 38% to HKD 10.1 million, with a gross margin improvement of 7.1 percentage points to 21% [1] - Adjusted loss before interest, depreciation, and amortization (LBITDA) improved significantly from HKD 28.9 million to HKD 24.3 million, highlighting the benefits of strict cost management and operational optimization [1] Group 2 - In Thailand, the joint venture Spark EV has made notable progress, with 62 charging stations operational, 30 awaiting meter approval, and 28 under construction [2] - The company has received approval for continuing connected transactions (CCT) with Spark EV, expecting substantial revenue in the second half of 2025 [2] - In New Zealand, a strategic cooperation agreement has been signed with local partner RCR Green EV [2] Group 3 - The electric vehicle market in Hong Kong is experiencing strong growth, with over 60% of newly registered vehicles being electric and the total number of private electric vehicles exceeding 120,000 [2] - The number of public electric vehicle charging points has increased by nearly 30% year-on-year, indicating a significant supply-demand gap in the market [2] - Cornerstone Technology plays a crucial role in addressing this critical infrastructure gap [2]

Core Viewpoint - Eric Solheim emphasizes the significant progress China has made in ecological civilization and green development, positioning it as a leader in global climate governance and sustainable practices [1][4][10]. Group 1: China's Green Development Policies - China has consistently highlighted the importance of balancing ecological protection with economic development, marking a shift from reliance on fossil fuels to sustainable energy sources [4][5]. - The country has made substantial improvements in air quality and water quality, showcasing a successful transformation driven by the philosophy of nurturing the natural environment to promote economic growth [5][6]. - China is now a leader in various green technologies and has established a comprehensive national park system to protect endangered species, indicating its advancement in green development [6][10]. Group 2: Global Green Transition - The global shift towards green energy is unstoppable, with countries like China, South Korea, and Japan continuing to invest in renewable energy despite the U.S. withdrawing from the Paris Agreement [7][10]. - Solar energy has become one of the lowest-cost energy sources globally, and transitioning to solar not only saves costs but also enhances energy security for nations [9][12]. - The U.S. exit from climate cooperation may create challenges, but it primarily affects the U.S. itself, as other nations will continue to pursue green initiatives [8][10]. Group 3: China and Global Climate Leadership - China is positioned to fill the leadership void left by the U.S. in climate cooperation, with a focus on increasing investments in renewable energy technologies globally [10][11]. - The collaboration between China and Europe is seen as crucial for leading global climate action, especially in engaging developing countries [10][11]. - The importance of avoiding additional tariffs on green technologies is highlighted, as such measures could hinder the progress of the green transition [13][14].

Core Viewpoint - Tianshan Co., Ltd. reported a significant reduction in losses for the first half of 2025, achieving a net profit of -0.922 billion yuan, a 72.99% improvement year-on-year, despite ongoing challenges in the cement industry due to declining demand and cost pressures [1] Financial Performance - The company achieved operating revenue of 35.98 billion yuan, with a year-on-year decrease of 9.40% [1] - Operating costs decreased by 16.71%, indicating effective cost management strategies [2] - The net cash flow from operating activities was 1.943 billion yuan, a 27.30% increase year-on-year, providing a buffer for strategic adjustments [3] Cost Management - The cost of cement clinker decreased by 20.14%, while the cost of ready-mixed concrete fell by 9.96% [2] - The company implemented various procurement strategies, including centralized purchasing and direct sourcing, to drive down costs [2] - The company reported a reduction in sales, management, and financial expenses by 3.39%, 8.63%, and 7.90% respectively [3] International Expansion - Tianshan Co., Ltd. accelerated its internationalization, with overseas revenue increasing by 72.49% year-on-year [3] - The gross margin for overseas business reached 39.90%, significantly higher than domestic operations, highlighting the profitability of its international strategy [3] Green Transformation - The company is focusing on a comprehensive carbon reduction system, achieving a reduction of 122.94 million tons of CO2 through raw material substitution and 153.43 million tons through fuel substitution [4] - Tianshan Co., Ltd. has launched 58 solar projects with a total installed capacity of 176,320 kW, contributing to its green energy initiatives [4] - The company has established a full-chain carbon reduction system, positioning itself advantageously in the low-carbon economy [5] Technological Innovation - The company’s Akesu Tianshan Cement facility has implemented a biomass fuel production line, significantly reducing coal consumption and achieving a CO2 reduction of 44,800 tons annually [5] - Tianshan Co., Ltd. received the first carbon management system certification in the cement industry, indicating its advanced capabilities in carbon asset management [5] Strategic Focus - The company is committed to supply-side reform, emphasizing lean management and cost control while pursuing opportunities in digital transformation and green development [5]

Core Viewpoint - The article highlights the transformation of Fugu County in Shaanxi Province, China, from a coal-dependent economy to a green and sustainable development model, emphasizing ecological restoration, clean energy initiatives, and the integration of green practices into daily life [1][2][3][4]. Group 1: Traditional Industry Transformation - Fugu County is focusing on "green transformation" of traditional industries, with companies like Shaanxi Xinyuan Clean Energy Co., Ltd. implementing rooftop solar panels and energy-efficient systems, resulting in a reduction of carbon emissions by 280,000 tons annually [1]. - Jin Chuan Hong Tai Magnesium Alloy's coal carbonization production line has improved coal conversion efficiency by 35%, reducing carbon emissions by nearly 118 kg per ton of product, leading to cost savings of over 9 million yuan last year [1]. Group 2: Clean Energy Development - The acceleration of clean energy projects in Fugu County includes the Gushan Wind Power project, which will generate 400 million kWh annually, and the installation of solar panels that have increased the clean energy share in the main urban area to 100% [2]. - The total installed capacity of wind and solar energy in Fugu has surpassed 2 million kW, contributing to energy security and enhancing the ecological environment [2]. Group 3: Ecological Restoration and Rural Revitalization - Systematic governance of abandoned mining sites has revitalized 900 acres of land, transforming former mining areas into ecological landscapes and agricultural hubs, with over 1,500 fruit trees planted and vegetable greenhouses established [3]. - The collective income of Heishan Village reached 100,000 yuan in the first half of the year, showcasing the economic benefits of ecological restoration and rural revitalization efforts [3]. Group 4: Integration of Green Practices - The transition to electric public transport includes 137 electric buses and 63 electric taxis, with community waste sorting accuracy exceeding 80%, reflecting a cultural shift towards low-carbon living [4]. - The local government emphasizes the integration of traditional industry carbon reduction, clean energy expansion, and ecological value realization, with plans to deepen efforts in the circular economy [4].

盛夏晨风轻抚，走进福建华电漳浦盐场一期渔光互补光伏发电项目现场，焊花飞溅映亮晨曦，机械轰鸣 与海风交织成激昂的建设交响曲，200余名施工人员正抢抓项目建设的"黄金期"。 截至2024年底，中国华电完成供电煤耗290.69克/千瓦时，同比降低2.33克/千瓦时；万元产值二氧化碳 排放较2021年下降15.52%。 水电作为规模效益大、开发价值高、技术最为成熟的清洁能源，是构建清洁低碳、安全高效能源体系的 重要组成部分。 中国华电践行"生态优先、绿色发展"理念，持续发展水电。在雪域高原，西藏最大内需水电站——DG 水电站实现一年4投；在福建周宁，华电福建周宁抽水蓄能电站的全容量投产，实现了中国华电在抽水 蓄能领域"零的突破"……同时，依托水电灵活调节能力，推动水风光一体化综合开发。7月11日，金上 巴塘水电站全面建成投产，金沙江上游国家水风光一体化示范基地再添一水电明珠。 结构焕新 能源供给水平显著提高 从稳定能源保供，到提升供给质量；从实现化石能源高效开发利用，到优先发展非化石能源，确立生态 优先、绿色发展的鲜明导向，中国华电集团有限公司（以下简称"中国华电"）把握能源变革趋势，加快 绿色转型。该公司发电装机从 ...

Economic Overview - In July, China's economy demonstrated a steady and progressive development trend, with continuous growth in production and demand, stable employment and prices, and significant advancements in new productive forces, contributing to high-quality development [2][3] Industrial Performance - Industrial production showed a steady upward trend, with the industrial added value of large-scale enterprises increasing by 5.7% year-on-year in July and 6.3% cumulatively from January to July, surpassing the average of the past five years by 0.42 percentage points [3][4] - High-tech manufacturing and equipment manufacturing emerged as the main growth engines, with year-on-year growth rates of 9.3% and 8.4%, respectively, outpacing the overall industrial growth rate [3][4] - New productive forces are being cultivated, with significant increases in the production of smart drones (80.8%), new energy vehicles (17.1%), and integrated circuits (26.9%) [3][4] Consumer Market Dynamics - The retail sales of consumer goods reached 3.88 trillion yuan in July, reflecting a year-on-year growth of 3.7%, while the cumulative total for January to July reached 28.42 trillion yuan, growing by 4.8% [5][6] - Service consumption showed strong momentum, with a 5.2% year-on-year increase in service retail sales from January to July, driven by summer tourism [5][6] - Upgraded products saw significant sales growth, with office supplies increasing by 13.8%, home appliances by 28.7%, and furniture by 20.6% [5][6] Foreign Trade Resilience - In July, China's total goods import and export value increased by 6.7% year-on-year, with exports growing by 8% and imports by 4.8%, indicating strong external demand resilience [7][8] - From January to July, the total value of goods trade reached 25.7 trillion yuan, reflecting a year-on-year growth of 3.5% [7][8] - The resilience in foreign trade is attributed to the deepening economic cooperation with countries along the Belt and Road, stable policies from the US-China tariff truce, and the growth of high-value-added product exports [7][8] Policy Outlook - The macroeconomic policies are expected to further strengthen in the second half of the year, with high-tech manufacturing and green industries projected to maintain growth rates around 10% [9][10] - Continued support for consumption through policies like trade-in programs and financial assistance for the service sector is anticipated [9][10] - Infrastructure investment is expected to rebound with the gradual allocation of special bonds and the introduction of new policy financial tools [9][10]

Core Viewpoint - China has made significant progress in promoting green transformation and achieving carbon peak and carbon neutrality goals, with a comprehensive policy framework and substantial achievements in various sectors over the past five years [1][2]. Policy Framework - China has established a systematic and comprehensive carbon reduction policy framework, integrating carbon peak and carbon neutrality into ecological civilization and socio-economic development [2]. - National and departmental level documents have been issued, including the "Opinions on Doing a Good Job in 'Dual Carbon' Work" and the "2030 Carbon Peak Action Plan," along with 12 sector-specific implementation plans and over 30 supporting measures [2]. Industrial Transformation - The country is actively optimizing its industrial structure, fostering new economic drivers, and enhancing green production capabilities, resulting in the establishment of 66 national strategic emerging industry clusters and over 6,400 national green factories [2]. - By 2024, China's energy consumption per unit of GDP is expected to decrease by 11.6% compared to 2020, equivalent to a reduction of 1.1 billion tons of CO2 emissions [2]. Energy Transition - China is advancing its energy structure transformation, with coal consumption decreasing from 56.8% in 2020 to 53.2% in 2024, while non-fossil energy consumption is projected to rise from 15.9% to 19.8% [3]. - As of June 2023, China's renewable energy installed capacity reached 2.159 billion kilowatts, accounting for approximately 59.2% of the total installed capacity [3]. Transportation Sector - The development of a green and low-carbon transportation system is accelerating, with annual production and sales of new energy vehicles exceeding 12 million units, maintaining the global leading position for ten consecutive years [3]. - By June 2023, the total number of electric vehicle charging facilities in China reached 16.1 million, with coverage rates of 97.08% in counties and 80.02% in towns [3]. Urban and Rural Development - The green transformation of urban and rural construction is being promoted, with over 97% of new urban buildings being green buildings by 2024, and energy consumption in public institutions decreasing by 4% since 2020 [4]. - The area of clean heating in northern regions has increased by nearly 50% since 2020, reaching 20.9 billion square meters [4]. Ecological Contributions - China has enhanced its ecological carbon sequestration capabilities, with forest coverage exceeding 25% and a carbon sink capacity of over 1.2 billion tons of CO2 equivalent annually, ranking first globally [4]. Societal Engagement - A green and low-carbon lifestyle is becoming prevalent, with initiatives such as the "Clean Plate Campaign" and increased participation in recycling and shared economy practices [5]. - China is actively contributing to global climate governance, reducing costs for wind and solar energy by over 60% and 80% respectively over the past decade, and providing financial support for climate change initiatives in developing countries [5][6].